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How Zapier works
Zapier makes it easy to integrate ClaimWizard with Thankster - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Added" from ClaimWizard.
Add your action
An action happens after the trigger—such as "Send Cards" in Thankster.
You’re connected!
Zapier seamlessly connects ClaimWizard and Thankster, automating your workflow.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Added
Triggers when a new client is added.
Try ItTriggerInstant - Client Contact Updated
Triggers when a client contact is updated.
Try ItTriggerInstant - Honorific
- First NameRequired
- Middle Initial
- Last NameRequired
- Full Name
- Organization Name
- Attention
- Email
- Email 2
- Phone Type
- Phone Number
- Phone Type 2
- Phone Number 2
- Phone Type 3
- Phone Number 3
- Mailing Address - Street
- Mailing Address - Street 2
- Mailing Address - City
- Mailing Address - State
- Mailing Address - Postal Code
- Mailing Address - Country
- Loss Address - Street
- Loss Address - Street 2
- Loss Address - City
- Loss Address - State
- Loss Address - Postal Code
- Loss Address - Country
- Date of Loss (MM/DD/YYYY)
- Description of Loss
- Insurance Carrier
- Claim Number
- Policy Number
- Note
- Note 2
- Note 3
ActionWrite- Select a Thankster TemplateRequired
- First NameRequired
- Last NameRequired
- Company
- Address Line1Required
- Address Line 2
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Receiver FirstnameRequired
- Receiver Lastname
- Receiver Company
- Receiver Address1Required
- Receiver Address2
- Receiver CityRequired
- Receiver State
- Receiver ZipRequired
- Receiver Country
- Text One
- Text Two
- Text Three
- Text Four
- Image One (URL)
- Image Two (URL)
- Image Three (URL)
- Image Four (URL)
- Sender Image
- Recipient Image
ActionWrite
- New Client Contact
Triggers when a new client contact is added.
Try ItTriggerInstant - Client Updated
Triggers when a client is updated.
Try ItTriggerInstant - Get Address Book
Triggers when a new address is created.
Try ItTriggerPolling